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Payments Overview

The Payments screen is where you see and manage every invoice flowing through Pinch.

What You’ll See

When you open the Payments screen, all invoices from your accounting system appear with a clear status:

  • Scheduled – Invoices with a payment lined up for future collection (for example, a Pre-Approval payment due next week).
  • Processed – Payments successfully collected and settled into your account.
  • Failed – Payments that were attempted but declined (e.g. expired card, insufficient funds).
  • Outstanding – Invoices that haven’t yet been paid or scheduled. These need manual action from you or your customer.
  • Refunded – Payments that were processed but later refunded, either partially or in full.

This breakdown gives you total visibility over your payments, what’s on its way, what’s landed, and what still needs work.

What You Can Do from the Payments Screen

1. Launch or Resend a Pay Now Page

  • Click to open an invoice’s details that needs resending
  • Send it to your customer directly, or copy the link to share.
  • You can resend payment requests without touching your accounting software

2. Apply a Payment Plan

  • Select an invoice and split it into smaller instalments.
  • Pinch will automatically collect each instalment on the schedule you set.

3. Monitor & Manage Payment Flow

  • Scheduled:
    See exactly when upcoming invoices will be collected.
  • Failed:
    Check why a payment didn’t go through and take action (retry, resend Pay Now, or reach out to the customer).
  • Outstanding:
    Follow up before due dates slip into late territory.
  • Refunded:
    Keep track of payments you’ve returned.

Common Questions About the Payments Screen

Q: If I apply a payment plan in Pinch, does it update my accounting system?

Yes. The original invoice stays in Xero/QuickBooks/MYOB, and instalments are collected against it. Pinch keeps reconciliation clean by marking payments off automatically.

Q: What happens if I resend a Pay Now page?

Your customer receives a secure new link to pay their existing invoice. This doesn’t create a duplicate, it simply reopens the payment page.

Q: Can I cancel a scheduled payment?

Yes. You can cancel a scheduled collection before it runs. This is useful if a customer requests a payment plan instead.

Q: What if a payment fails multiple times?

Pinch follows your Reattempt Settings (number of retries and days between). If the retries are exhausted, the payment stays in “Failed” until you take action.